CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$328K
3
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

1
+$1.26M
2
+$671K
3
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JCI icon
251
Johnson Controls International
JCI
$86.2B
$9.7K ﹤0.01%
81
-3
IMCG icon
252
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.43B
$9.66K ﹤0.01%
121
GIS icon
253
General Mills
GIS
$18.9B
$9.49K ﹤0.01%
204
SPEU icon
254
State Street SPDR Portfolio Europe ETF
SPEU
$738M
$9.44K ﹤0.01%
181
EXK
255
Endeavour Silver
EXK
$3.01B
$9.4K ﹤0.01%
1,000
IHI icon
256
iShares US Medical Devices ETF
IHI
$3.29B
$9.38K ﹤0.01%
151
ACMR icon
257
ACM Research
ACMR
$3.33B
$9.07K ﹤0.01%
230
+10
OC icon
258
Owens Corning
OC
$9.87B
$8.96K ﹤0.01%
80
SCHV icon
259
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$8.85K ﹤0.01%
299
DUK icon
260
Duke Energy
DUK
$99.6B
$8.79K ﹤0.01%
75
ADM icon
261
Archer Daniels Midland
ADM
$32.3B
$8.62K ﹤0.01%
150
GPC icon
262
Genuine Parts
GPC
$15.8B
$8.24K ﹤0.01%
67
LEGR icon
263
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$126M
$8.16K ﹤0.01%
137
XLY icon
264
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$8.12K ﹤0.01%
68
DOW icon
265
Dow Inc
DOW
$25.6B
$8.12K ﹤0.01%
347
+1
SCHG icon
266
Schwab US Large-Cap Growth ETF
SCHG
$54.4B
$8.09K ﹤0.01%
248
UMC icon
267
United Microelectronic
UMC
$29.3B
$7.86K ﹤0.01%
1,000
RIOT icon
268
Riot Platforms
RIOT
$6.87B
$7.6K ﹤0.01%
600
-475
ADI icon
269
Analog Devices
ADI
$181B
$7.59K ﹤0.01%
28
DOC icon
270
Healthpeak Properties
DOC
$12.1B
$7.49K ﹤0.01%
466
RSG icon
271
Republic Services
RSG
$64.2B
$7.42K ﹤0.01%
35
UL icon
272
Unilever
UL
$128B
$7.39K ﹤0.01%
113
-1
MRVL icon
273
Marvell Technology
MRVL
$122B
$7.37K ﹤0.01%
87
AKR icon
274
Acadia Realty Trust
AKR
$2.85B
$7.34K ﹤0.01%
357
+3
PCG icon
275
PG&E
PCG
$38B
$7.28K ﹤0.01%
453
+1
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11
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